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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,043 | $58,241+63.2% | $81,780+16.2% | $80,911+17.5% |
| Participation rate | 59.5% | 63.4%-3.9pp | 72.4%-12.8pp | 67.6%-8.1pp |
| Annual return | 9.17% | 41.73%-32.6pp | 776.27%-767.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,945 | $2,343-17.0% | $2,914-33.3% | $2,756-29.4% |
| Participant deferral / active EE | $5,082 | $3,283+54.8% | $4,321+17.6% | $4,297+18.3% |
| Admin fee / account holder | $31,054 | $4,973+524.5% | $7,384+320.6% | $6,935+347.8% |